Position in UCB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$640,217
+$70,217 QoQ
Shares Held
18,245
+0.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
4.33%
of 13F equity value
Holder Rank
#177
of 373 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UCB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Keystone Financial Group, Inc. holds $9,141,795 across 4 Banks - Regional names. UCB ranks #3 (7.0% of the industry book) .
All Filings in UCB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $640,217 | 18,245 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $570,000 | 18,101 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $572,012 | 18,322 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $569,911 | 18,179 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $541,552 | 18,179 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $507,549 | 18,043 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $575,150 | 17,801 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||